JOSEPH AND VERA ZILBER FAMILY: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND VERA ZILBER FAMILY (EIN 39-2076346)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-16
- IRS object ID
- 202200479349100115
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-16T15:14:58-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVENUE SUITE 750 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392076346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Vera Zilber Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHAN J CHEVALIER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 4142742447 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE Suite 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHAN J CHEVALIER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4142742400 | PhoneNum |
| Signature | 2022-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHAN J | PersonFirstNm |
| Person Last | CHEVALIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4142725900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $281,524,864 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $205 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,797,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,754,113 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,568,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,713,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,394,845 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $701,893 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $21,372,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,850,851 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,254 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $501,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $507,055 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $123,737 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $116,983 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,590 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,964 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,078 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $59,148 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $448,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $384,053 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,971 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $313,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $776 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,665 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,462 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,447 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,535 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $6,535 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,688,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $384,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $948,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,117,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,051,201 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,806,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $384,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,999,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,566,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,466,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,390,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,549,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,549,089 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $39,597 | AcctRcvblAmt |
| Acct Rcvbl BOY | $62,048 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,597 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,597 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $531,696 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $453,936 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $453,936 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $53,625,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,577,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,577,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,753,654 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,975,289 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,975,289 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $116,413,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $145,916,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,916,478 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,079 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,364 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,746 | LandBOYAmt |
| Land EOY | $12,715 | LandEOYAmt |
| Land EOYFMV | $12,715 | LandEOYFMVAmt |
| Total Assets BOY | $222,792,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $281,524,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $281,524,864 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $73,825 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $110,982 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,998,092 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,064,794 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,071,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,175,776 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $215,720,132 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $276,349,088 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,720,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $276,349,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,792,049 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $281,524,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,720,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,566,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,062,168 | OtherIncreasesAmt |
| Subtotal | $276,349,088 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $276,349,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PERSHING - 1484 | $12,511,520 | $8,224,390 | $4,287,130 | $4,287,130 | |
| PERSHING - 4476 | $446,972 | $416,637 | $30,335 | $30,335 | |
| PERSHING - 4484 | $118,670 | $114,732 | $3,938 | $3,938 | |
| JPM MORGAN - 7002 | $5,839,133 | $3,200,388 | $2,638,745 | $2,638,745 | |
| JPM MORGAN - 1008 | $24,796,941 | $23,374,609 | $1,422,332 | $1,422,332 | |
| BREWERY PROJECT, LLC | $826,476 | $826,476 | $826,476 | ||
| CAPITAL GAIN DIVIDENDS | $185,889 | P | |||
| CAPITAL GAIN DIVIDENDS | $185,889 | P | |||
| CAPITAL GAIN DIVIDENDS | $185,889 | P | |||
| CAPITAL GAIN DIVIDENDS | $185,889 | P | |||
| CAPITAL GAIN DIVIDENDS | $185,889 | P | |||
| CAPITAL GAIN DIVIDENDS | $185,889 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,394,845 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $312,278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $312,278 | SubtotalAmt |
| Tax Based On Investment Income | $312,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $318,436 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $318,436 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,158 | OverpaymentAmt |
| Applied To ES Tax | $6,158 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.zilberfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHAN J CHEVALIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142742474 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Marcy C Jackson | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $0 |
| Marilyn Zilber | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $20,000 | $0 | $0 |
| Shane M Jackson | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $20,000 | $0 | $0 |
| Melissa S A Jackson | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $20,000 | $0 | $0 |
| James F Janz | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | VICE PRESIDENT/DIRECTOR | 5.0 | $20,000 | $0 | $0 |
| Stephan J Chevalier | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | SECRETARY/TREASURER/DIRECTOR | 10.0 | $20,000 | $0 | $0 |
| Michael P Mervis | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 5.0 | $20,000 | $0 | $0 |
| John K Tsui | ||||||||
| 710 N PLANKINTON AVE | MILWAUKEE | WI | 53203 | DIRECTOR | 2.0 | $20,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GINA STILP | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | EXECUTIVE DIRECTOR | 40.0 | $189,500 | $0 | $7,946 |
| ERIN FREDERICK | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | PROGRAM DIRECTOR | 40.0 | $129,792 | $0 | $23,543 |
| IRMA YEPEZ-KLASSEN | ||||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | PROGRAM OFFICER | 40.0 | $95,325 | $0 | $21,735 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AR Schmeidler & Co Inc | |||||
| 500 5th Ave | NEW YORK | NY | 10110 | Investment Mgmt | $227,916 |
| JP Morgan Chase Bank NA | |||||
| 270 Park Avenue | NEW YORK | NY | 10017 | Investment Mgmt | $127,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,695,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $124,006,188 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $243,873,615 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $243,873,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,658,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,215,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,010,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,010,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $312,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $312,278 | TotalTaxAmt |
| Distributable Before Adj | $11,698,498 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,698,498 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,698,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,999,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,999,678 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,999,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,698,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,963,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,662,883 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,626,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,999,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,999,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,698,820 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,698,820 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $928,019 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $928,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $928,019 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH VERA ZILBER CHARITABLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N PLANKINTON AVE SUITE 1200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | INFO@ZILBERFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANTSEEKERS ARE ENCOURAGED TO CONTACT THE FOUNDATION AT INFO@ZILBERFAMILYFOUNDATION.ORG WITH A ONE-PAGE LETTER OF INQUIRY BEFORE PREPARING A PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIVEN LIMITED RESOURCES OF TIME AND MONEY, THE FOUNDATION TYPICALLY INVITES PROPOSALS THAT RESPOND TO ITS PRIORITIES, RATHER THAN FUND UNSOLICITED PROPOSALS. THE FOUNDATION DOES NOT CONSIDER REQUESTS FOR - INDIVIDUAL ASSISTANCE - FOR-PROFIT ORGANIZATIONS - POLITICAL PARTIES OR CANDIDATES - ENDOWMENTS - ANNUAL FUND APPEALS - FUNDRAISING EVENTS - CONFERENCES OR WORKSHOPS - INDIVIDUAL SCHOLARSHIPS, FELLOWSHIPS, LOANS OR PROJECTS - PUBLICATIONS GRANT RECIPIENTS ARE REQUIRED TO REPORT ON PROGRESS TOWARD EXPECTED RESULTS EVERY SIX MONTHS, WITH DISBURSEMENTS DEPENDENT ON STAFF APPROVAL OF NARRATIVE AND FINANCIAL REPORTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (186 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | Homebuyer support and counseling | $100,000 | |
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | Support operating expenses | $45,000 | |
| ACTS Housing | ||||||||
| 2414 W Vliet Street | Milwaukee | WI | 53205 | NONE | PC | Support pilot programs for homeowners | $100,000 | |
| American Red Cross - Wisconsin Region | ||||||||
| 2600 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | General Operations | $10,000 | |
| Aurora Visiting Nurse Assocation of Wisconsin | ||||||||
| 950 N 12th Street | Milwaukee | WI | 53233 | NONE | PC | Support Zilber Family Hospice expenses | $50,000 | Suite A511 |
| Band Preservation Inc | ||||||||
| 104 Brandywine Lane | Longwood | FL | 32779 | NONE | PC | General Operations | $2,000 | |
| Boys & Girls Club of Hawaii | ||||||||
| 345 Queen Street | Honolulu | HI | 96813 | NONE | PC | Support operating expenses | $25,000 | Suite 900 |
| Capuchin Community Services | ||||||||
| PO Box 5830 | Milwaukee | WI | 53205 | NONE | PC | Support operating expenses | $25,000 | |
| Cathedral Center Inc | ||||||||
| 845 N Van Buren Street | Milwaukee | WI | 53202 | NONE | PC | Safe shelter and case management support | $50,000 | |
| Cathedral Center Inc | ||||||||
| 845 N Van Buren Street | Milwaukee | WI | 53203 | NONE | PC | Support operating expenses | $25,000 | |
| Clarke Square Neighborhood Initiative Inc | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | To serve as lead agency in Clarke Square | $105,000 | |
| Clarke Square Neighborhood Initiative Inc | ||||||||
| PO Box 210141 | Milwaukee | WI | 53221 | NONE | PC | Serve as lead agency of Clarke Square | $105,000 | |
| CommonBond Communities | ||||||||
| 1730 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | General Operations | $1,000 | |
| Community Advocates Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | Support neighborhood enhancement | $100,000 | |
| Community Warehouse Inc | ||||||||
| 521 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | Support material purchase for homeowners | $40,000 | |
| Cross Lutheran Church | ||||||||
| 1821 N 16th Street | Milwaukee | WI | 53205 | NONE | NC | Support basic human need Lindsay Heights | $50,000 | |
| Data You Can Use | ||||||||
| PO Box 511700 | Milwaukee | WI | 53203 | NONE | PC | Support data and training to nonprofits | $100,000 | |
| Data You Can Use | ||||||||
| PO Box 511700 | Milwaukee | WI | 53203 | NONE | PC | Building measurement capacity | $8,000 | |
| Dominican Center for Women | ||||||||
| 2470 W Locust Street | Milwaukee | WI | 53206 | NONE | PC | General Operations | $500 | |
| Douglas McKey Christmas Club | ||||||||
| 20855 Watertown Road | Waukesha | WI | 53186 | NONE | PC | General Operations | $1,700 | Suite 200 |
| Down the Road Thrift | ||||||||
| 238 Peachtree Street | Cocoa | FL | 32922 | NONE | PC | General Operations | $6,000 | |
| Family Promise of Hawaii | ||||||||
| 245 N Kukui Street | Honolulu | HI | 96817 | NONE | PC | General Operations | $5,000 | Suite 101 |
| Feeding America Eastern Wisconsin Inc | ||||||||
| 1700 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Support of mural installation | $10,000 | |
| Fondy Food Center | ||||||||
| 1617 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | Fondy Farmers Market in Lindsay Heights | $40,000 | Suite 4 |
| Fondy Food Center | ||||||||
| 1617 W North Avenue | Milwaukee | WI | 53205 | NONE | PC | Support operating expenses | $25,000 | Suite 4 |
| Friends of the Hustisford Public Library | ||||||||
| 609 W Juneau Street | Hustisford | WI | 53034 | NONE | PC | General Operations | $2,000 | |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Small grants for resident-led projects | $20,000 | Suite 210 |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Two-year membership and support | $40,000 | Suite 210 |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Support online grantees through Catchafire | $40,000 | Suite 210 |
| Greater Milwaukee Foundation | ||||||||
| 101 W Pleasant Street | Milwaukee | WI | 53212 | NONE | PC | Support Community Development Alliance | $50,000 | Suite 210 |
| Guest House of Milwaukee Inc | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | General Operations | $100,000 | |
| Guest House of Milwaukee Inc | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | General Operations | $5,000 | |
| Guest House of Milwaukee Inc | ||||||||
| 1216 N 13th Street | Milwaukee | WI | 53205 | NONE | PC | Support operating expenses | $25,000 | |
| Hale Kipa Inc | ||||||||
| 615 Piikoi Street | Honolulu | HI | 96814 | NONE | PC | A New Home for Hale Kipa campaign | $50,000 | Suite 203 |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | Support Chef Hui Fund meal program | $10,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | Support Chef Hui Fund meal program | $10,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | Establish Zilber Family Fund | $100,000 | |
| Hawaii Education of the ARTS | ||||||||
| 150 Hamakua Drive | Kailua | HI | 96734 | NONE | PC | General Operations | $5,000 | Suite 517 |
| Hawaii Education of the ARTS | ||||||||
| 150 Hamakua Drive | Kailua | HI | 96734 | NONE | PC | General Operations | $10,600 | Suite 517 |
| Hawaii Foundation | ||||||||
| 2611 Kilihau Street | Honolulu | HI | 96819 | NONE | PC | General Operations | $25,000 | |
| Hawaii Investment Ready | ||||||||
| 44-527A Kaneohe Bay Drive | Kaneohe | HI | 96734 | NONE | PC | General Operations | $7,000 | |
| Hawaii Investment Ready | ||||||||
| 44-527 A Kaneohe Bay Drive | Kaneohe | HI | 96744 | NONE | PC | Support start-up of Hawaii Funder Hui | $25,000 | |
| Hawaii Theatre Center | ||||||||
| 1130 Bethel Street | Honolulu | HI | 96813 | NONE | PC | Support operating expenses | $5,000 | |
| Healthy Food Movement | ||||||||
| 5464 N Port Washington Road | Milwaukee | WI | 53217 | NONE | PC | General Operations | $6,700 | Suite C208 |
| Historic Milwaukee | ||||||||
| 235 E Michigan Street | Milwaukee | WI | 53202 | NONE | PC | Support Doors Open 2020 | $7,500 | |
| Historic Milwaukee | ||||||||
| 235 E Michigan Street | Milwaukee | WI | 53202 | NONE | PC | In support of Doors Open 2021 | $10,000 | |
| Holy Trinity Episcopal Academy | ||||||||
| 5625 Holy Trinity Drive | Melbourne | FL | 32940 | NONE | PC | General Operations | $1,500 | |
| Holy Trinity Episcopal Academy | ||||||||
| 5625 Holy Trinity Drive | Melbourne | FL | 32940 | NONE | PC | Support operating expenses | $2,000 | |
| Honolulu Theatre for Youth | ||||||||
| 1164 Bishop Street | Honolulu | HI | 96813 | NONE | PC | General Operations | $25,000 | Suite 910 |
| Honolulu Theatre for Youth | ||||||||
| 1164 Bishop Street | Honolulu | HI | 96813 | NONE | PC | Support Stronger Together program | $25,000 | Suite 910 |
| Ho'ola Na Pua | ||||||||
| 1660 S Beretania Street | Honolulu | HI | 96826 | NONE | PC | To support construction campaign | $62,500 | Suite 207 |
| Ho'ola Na Pua | ||||||||
| PO Box 401 | Haleiwa | HI | 96712 | NONE | PC | Support operating expenses | $33,000 | Suite 207 |
| Housing Resources Inc | ||||||||
| 7830 W Burleigh Street | Milwaukee | WI | 53222 | NONE | PC | Homebuyer support and counseling | $75,000 | |
| Housing Resources Inc | ||||||||
| 7830 W Burleigh Street | Milwaukee | WI | 53222 | NONE | PC | General Operations | $1,000 | |
| Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | Support housing solutions | $50,000 | |
| Institute for Human Services Inc | ||||||||
| 546 Kaaahi Street | Honolulu | HI | 96817 | NONE | PC | General Operations | $20,000 | |
| Journey House Inc | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | Youth and family programs in Clarke Square | $200,000 | |
| Journey House Inc | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | Support individual financial goals | $75,000 | |
| Journey House Inc | ||||||||
| 2110 W Scott Street | Milwaukee | WI | 53204 | NONE | PC | General Operations | $500 | |
| Kahumana | ||||||||
| 86-660 Lualualei Homestead Road | Waianae | HI | 96792 | NONE | PC | Support operating expenses | $25,000 | |
| Kama'aina Kids | ||||||||
| 150 Hamakua Drive | Kailua | HI | 96734 | NONE | PC | Ray Sanborn's longtime commitment | $5,000 | Suite C |
| Kathy's House | ||||||||
| 600 N 103rd Street | Milwaukee | WI | 53226 | NONE | PC | Support operating expenses | $5,000 | |
| Knoxville Museum of Art | ||||||||
| 1050 World Fair Park | Knoxville | TN | 37916 | NONE | PC | General Operations | $3,000 | |
| Kualoa-He'eia Ecumenical Youth Project | ||||||||
| 47-200 Waihee Road | Kaneohe | HI | 96744 | NONE | PC | Support Living Library Project | $50,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Community economic and housing programs | $320,000 | |
| Layton Boulevard West Neighbors Inc | ||||||||
| 1545 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Support operating expenses | $50,000 | |
| Le Jardin Academy | ||||||||
| 917 Kalanianaole Hwy | Kailua | HI | 96734 | NONE | PC | Support operating expenses | $60,000 | |
| Legal Aid Society of Milwaukee Inc | ||||||||
| 728 N James Lovell | Milwaukee | WI | 53233 | NONE | PC | Support free civil legal services | $50,000 | |
| Literacy Services of Wisconsin Inc | ||||||||
| 555 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | Support adult literary and readiness skills | $20,000 | |
| Local Initiatives Support Corporation Inc | ||||||||
| 234 W Florida Street | Milwaukee | WI | 53204 | NONE | PC | Milwaukee neighborhood development | $200,000 | Suite 204 |
| Local Initiatives Support Corporation Inc | ||||||||
| 234 W Florida Street | Milwaukee | WI | 53204 | NONE | PC | Support oranization's volunteer placemnt | $44,000 | Suite 204 |
| Local Initiatives Support Corporation Inc | ||||||||
| 234 W Florida Street | Milwaukee | WI | 53204 | NONE | PC | General Operations | $1,000 | Suite 204 |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | NONE | PC | General Operations | $10,000 | |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | NONE | PC | General Operations | $30,000 | |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | NONE | PC | Granting wishes of children of Hawaii | $50,000 | |
| Marquette University | ||||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Support graduate program students | $17,000 | |
| Marquette University | ||||||||
| 770 N 12th Street | Milwaukee | WI | 53233 | NONE | PC | Blue & Gold Fund | $7,500 | |
| Marquette University | ||||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Support expenses for Milwaukee NNS | $62,500 | |
| Marquette University | ||||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | To Neighborhood News Service | $500 | |
| Medical College of Wisconsin | ||||||||
| 8701 W Watertown Plank Road | Milwaukee | WI | 53226 | NONE | PC | Support operating expenses | $4,000 | |
| Mental Health America of Hawaii | ||||||||
| 1136 Union Mall | Honolulu | HI | 96813 | NONE | PC | Provide mental health services in Hawaii | $40,000 | Suite 510 |
| Meta House | ||||||||
| 2625 N Weil Street | Milwaukee | WI | 53212 | NONE | PC | Support intensive residential treatment | $50,000 | |
| Metcalfe Park Community Bridges | ||||||||
| 3624 W North Avenue | Milwaukee | WI | 53208 | NONE | PC | General Operations | $10,000 | |
| Metcalfe Park Community Bridges | ||||||||
| 3624 W North Avenue | Milwaukee | WI | 53208 | NONE | PC | General Operations | $2,000 | |
| Metro Milwaukee Mediation Services Inc | ||||||||
| PO Box 633 | Milwaukee | WI | 53201 | NONE | PC | Support eviction and foreclosure prevention | $113,150 | |
| Metropolitan Milwaukee Accociation of Commerce | ||||||||
| 275 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | Support African American leaders in Milwaukee | $50,000 | Suite 220 |
| Metropolitan Milwaukee Accociation of Commerce | ||||||||
| 275 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | Support small business marketplace | $25,000 | Suite 220 |
| Metropolitan Milwaukee Fair Housing Council Inc | ||||||||
| 759 N Milwaukee Street | Milwaukee | WI | 53202 | NONE | PC | Support housing programs | $10,000 | 500 |
| Metropolitan Milwaukee Fair Housing Council Inc | ||||||||
| 759 N Milwaukee Street | Milwaukee | WI | 53202 | NONE | PC | Support operating expenses | $340 | 500 |
| Milwaukee Area Health Education Center | ||||||||
| 2224 W Kilbourn Ave | Milwaukee | WI | 53233 | NONE | PC | Support COVID-19 vaccine effort | $25,000 | |
| Milwaukee Center for Independence Foundation | ||||||||
| 2020 W Wells Street | Milwaukee | WI | 53233 | NONE | PC | Assist purchase of truck for food delivery | $50,000 | |
| Milwaukee Christen Center | ||||||||
| 807 S 14th Street | Milwaukee | WI | 53204 | NONE | PC | Home repairs in Clarke Square | $50,000 | |
| Milwaukee Community Buisiness Collaborative Inc | ||||||||
| 2821 N 4th Street | Milwaukee | WI | 53212 | NONE | PC | Support residents of Lindsay Heights | $50,000 | Suite 300 |
| Milwaukee Community Land Trust Ltd | ||||||||
| PO Box 510781 | Milwaukee | WI | 53203 | NONE | PC | Support operations and hiring | $10,000 | |
| Milwaukee County Historical Society | ||||||||
| 910 N Old World Street | Milwaukee | WI | 53203 | NONE | PC | Support three year project plan | $10,000 | |
| Milwaukee Film | ||||||||
| 1037 W McKinley Ave | Milwaukee | WI | 53205 | NONE | PC | Support 2020 Mniority Health Film Festival | $5,000 | Suite 200 |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 N Booth Street | Milwaukee | WI | 53212 | NONE | PC | Support MakUpMKE | $5,000 | |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 N Booth Street | Milwaukee | WI | 53212 | NONE | PC | Home repairs in Lindsay Heights | $50,000 | |
| Milwaukee Public Schools Foundation Inc | ||||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | NONE | PC | Provide 1:1 match for donations | $100,000 | |
| Nativity Jesuit Academy | ||||||||
| 1515 S 29th Street | Milwaukee | WI | 53215 | NONE | PC | General Operations | $5,000 | |
| Nativity Jesuit Academy | ||||||||
| 1515 S 29th Street | Milwaukee | WI | 53215 | NONE | PC | General Operations | $5,000 | |
| Near West Side Partners | ||||||||
| 624 N 24th Street | Milwaukee | WI | 53233 | NONE | PC | General Operations | $1,000 | |
| Neighborhood Improvement Development Corporation | ||||||||
| 809 N Broadway | Milwaukee | WI | 53202 | NONE | PC | Support incentives to homebuyers | $40,000 | 3rd Floor |
| Neighborhood Improvement Development Corporation | ||||||||
| 809 N Broadway | Milwaukee | WI | 53202 | NONE | PC | Milwaukee Employment Initiative 2.0 | $60,000 | 3rd Floor |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Ave | Milwaukee | WI | 53205 | NONE | PC | Support youth development programs | $50,000 | |
| Neu-Life Community Development Inc | ||||||||
| 2014 W North Ave | Milwaukee | WI | 53205 | NONE | PC | Support capital campaign | $50,000 | |
| North Avenue Fond du Lac Marketplace BID 32 | ||||||||
| 2020 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Engage and enhance commercial corridor | $25,000 | |
| Northwest Side Community Development Corporation | ||||||||
| 4201 N 27th Street | Milwaukee | WI | 53216 | NONE | PC | General Operations | $500 | |
| Partners in Care | ||||||||
| 200 N Vineyard Blvd | Honolulu | HI | 96817 | NONE | PC | Support housing solutions | $30,000 | Suite A-210 |
| PEARLS for Teen Girls | ||||||||
| 1805 N Martin Luther King Dr | Milwaukee | WI | 53212 | NONE | PC | Youth mentoring & leadership development | $100,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Support mental health services for children | $50,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | General Operations | $5,000 | |
| Pennsylvania State University Philanthropic Fund | ||||||||
| 116 Old Main | University Park | PA | 16802 | NONE | PC | In support of Palmer Museum of Art | $25,000 | |
| Professional Dimensions | ||||||||
| 750 N Milwaukee Street | Milwaukee | WI | 53202 | NONE | PC | Support Milwaukee's 2021 Juneteenth Day | $2,500 | |
| Project Vision Hawaii | ||||||||
| PO Box 23212 | Honolulu | HI | 96823 | NONE | PC | Provide HHS to challenged communities | $50,000 | |
| Province of St Joseph of the Capuchin Order | ||||||||
| PO Box 5830 | Milwaukee | WI | 53205 | NONE | PC | Support St. Ben's Community Meal Program | $34,000 | |
| Radio Milwaukee Inc | ||||||||
| 220 E Pittsburgh Ave | Milwaukee | WI | 53204 | NONE | PC | Support By Every Measure program | $5,000 | |
| RCM Community Fund | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | Support scholarship fund | $10,000 | Suite 320 |
| RCM Community Fund | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | General Operations | $10,000 | Suite 320 |
| Residential Youth Services and Empowerment | ||||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | Rehabilitation to homeless youth | $25,000 | Suite 6 |
| Residential Youth Services and Empowerment | ||||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | General Operations | $20,000 | Suite 6 |
| Revitalize Milwaukee Inc | ||||||||
| 840 N Old World Third Street | Milwaukee | WI | 53203 | NONE | PC | Promote home improvement programs | $300,000 | Suite 600 |
| River Revitalization Foundation | ||||||||
| 2134 N Riverboat Road | Milwaukee | WI | 53212 | NONE | PC | General Operations | $2,500 | |
| RiverEdge Nature Center | ||||||||
| 4458 County Hwy Y | Saukville | WI | 53080 | NONE | PC | Support nature-based educational programs | $5,000 | |
| Riverworks Development Corporation | ||||||||
| 526 E Concordia Avenue | Milwaukee | WI | 53212 | NONE | PC | Support individual financial goals | $50,000 | |
| Riverworks Development Corporation | ||||||||
| 526 E Concordia Avenue | Milwaukee | WI | 53212 | NONE | PC | General Operations | $1,000 | |
| Ronald McDonald House Charities of Hawaii | ||||||||
| 1970 Judd Hillside Rd | Honolulu | HI | 96822 | NONE | PC | General Operations | $5,000 | |
| Ronald Reagan Booster Club | ||||||||
| 4965 S 20th Street | Milwaukee | WI | 53221 | NONE | PC | Support Vera J Zilber Music Department | $5,000 | |
| Ronald Reagan Booster Club | ||||||||
| 4965 S 20th Street | Milwaukee | WI | 53221 | NONE | PC | In memory of Mary Ellen McCormack-Mervis | $5,000 | |
| Rotary District 5000 Foundation | ||||||||
| 45-675 Luluku Road | Kaneohe | HI | 96744 | NONE | PC | Support Phase II of Centennial Park | $50,000 | |
| Running Rebels Community Organization Inc | ||||||||
| 225 W Capitol Drive | Milwaukee | WI | 53212 | NONE | PC | Support for programs for at-risk youth | $100,000 | |
| Running Rebels Community Organization Inc | ||||||||
| 225 W Capitol Drive | Milwaukee | WI | 53212 | NONE | PC | In honor of 40th anniversary | $10,000 | |
| Running Rebels Community Organization Inc | ||||||||
| 225 W Capitol Drive | Milwaukee | WI | 53212 | NONE | PC | Support operating expenses | $25,000 | |
| Safe & Sound Inc | ||||||||
| 801 W Michigan St | Milwaukee | WI | 53233 | NONE | PC | Improve neighborhood and quality of life | $75,000 | |
| Safe & Sound Inc | ||||||||
| 801 W Michigan St | Milwaukee | WI | 53233 | NONE | PC | Support operating expenses | $25,000 | |
| SaintA | ||||||||
| 8901 W Capitol Drive | Milwaukee | WI | 53222 | NONE | PC | Support operating expenses | $5,000 | |
| SecureFutures Foundation | ||||||||
| 710 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | General Operations | $2,000 | Suite 1400 |
| Serenity Inns Inc | ||||||||
| PO Box 26887 | Milwaukee | WI | 53226 | NONE | PC | General Operations | $2,500 | |
| Sherman Park Community Association | ||||||||
| 3526 W Fond du Lac Ave | Milwaukee | WI | 53216 | NONE | PC | General Operations | $500 | |
| Sixteenth Street Community Health Center | ||||||||
| 1032 S Cesar E Chavez Drive | Milwaukee | WI | 53204 | NONE | PC | General Operations | $500 | |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC035 | Washington | DC | 20013 | NONE | PC | Support operating expenses | $25,000 | |
| Sojourner Family Peace Center | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | Support for outcome and evaluation work | $134,000 | |
| Sojourner Foundation | ||||||||
| 619 W Walnut Street | Milwaukee | WI | 53212 | NONE | PC | Support operating expenses | $100,000 | |
| Southside Organizing Committee Inc | ||||||||
| 1300 S Layton Boulevard 2 | Milwaukee | WI | 53215 | NONE | PC | Support bilingual resident outreach | $40,000 | |
| Southside Organizing Committee Inc | ||||||||
| 1300 S Layton Boulevard 2 | Milwaukee | WI | 53215 | NONE | PC | General Operations | $2,000 | |
| St Anne's Salvatorian Campus | ||||||||
| 3800 N 92nd Street | Milwaukee | WI | 53222 | NONE | PC | General Operations | $5,000 | |
| St Anne's Salvatorian Campus | ||||||||
| 3800 N 92nd Street | Milwaukee | WI | 53222 | NONE | PC | General Operations | $5,000 | |
| St Joan Antida High School | ||||||||
| 1341 N Cass Street | Milwaukee | WI | 53202 | NONE | PC | General Operations | $3,500 | |
| St John's Lutheran Church | ||||||||
| 20275 Davidson Road | Brookfield | WI | 53054 | NONE | PC | General Operations | $5,500 | |
| The Nicole Ellis Foundation | ||||||||
| PO Box 569 | South Holland | IL | 60473 | NONE | PC | General Operations | $500 | |
| TransCenter for Youth | ||||||||
| 1749 N 16th Street | Milwaukee | WI | 53205 | NONE | PC | Support Mission Fuel Spring 2021 | $10,000 | |
| TransCenter for Youth | ||||||||
| 1749 N 16th Street | Milwaukee | WI | 53205 | NONE | PC | Support general operating and programs | $25,000 | |
| United Community Center Inc | ||||||||
| 1028 S 9th Street | Milwaukee | WI | 53203 | NONE | PC | New residential substance abuse facility | $50,000 | |
| United Community Center Inc | ||||||||
| 1028 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | Capital support for Early Learning Academy | $50,000 | |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin | Milwaukee | WI | 53202 | NONE | PC | 2020 campaign match | $77,280 | Suite 600 |
| United Way of Greater Milwaukee & Waukesha County | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | General Operations | $144,091 | |
| United Way of Greater Milwaukee & Waukesha County | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | General Operations | $45,340 | |
| Urban Economic Development Association of WI | ||||||||
| 1915 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Support financial education and literacy | $40,000 | |
| USO Wisconsin | ||||||||
| 750 N Lincoln Memorial Dr | Milwaukee | WI | 53202 | NONE | PC | Support operating expenses | $10,000 | Suite 407 |
| UWM Foundation Inc | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53201 | NONE | PC | Vera Zilber Public Health Fund | $500,000 | |
| UWM Foundation Inc | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53202 | NONE | PC | Support COVID-19 education outreach | $100,000 | |
| UWM Foundation Inc | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53202 | NONE | PC | Support Ron Perez legacy fund | $200,000 | |
| VIA CDC | ||||||||
| 1545 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | Support operating expenses | $50,000 | |
| VIA CDC | ||||||||
| 1545 S Layton Blvd | Milwaukee | WI | 53215 | NONE | PC | General Operations | $500 | |
| Vision to Learn | ||||||||
| 12100 Wilshire Blvd | Los Angeles | CA | 90025 | NONE | PC | Support free vision care program | $50,000 | Suite 1275 |
| Walnut Way Conservation Corporation Inc | ||||||||
| 1836 W Fond du Lac Ave | Milwaukee | WI | 53205 | NONE | PC | Wellness Commons in Lindsay Heights | $225,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | To serve as lead agency in Lindsay Heights | $150,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53203 | NONE | PC | Support operating expenses | $25,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | Support lead agency in Lindsay Heights | $190,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | To support program related costs | $50,000 | |
| Windward Choral Society | ||||||||
| 202 Aiokoa Street | Kailua | HI | 96734 | NONE | PC | General Operations | $7,000 | |
| Wisconsin Philanthropy Network Inc | ||||||||
| 15850 W Bluemound Road | Milwaukee | WI | 53005 | NONE | PC | To promote effective philanthropy in WI | $25,000 | Suite 204 |
| Wisconsin Policy Forum Inc | ||||||||
| 633 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | General Operations | $4,000 | Suite 406 |
| Wisconsin Preservation Fund | ||||||||
| 1000 N Water Street 17th Floor | Milwaukee | WI | 53202 | NONE | PC | Support emerging real estate developers | $150,000 | |
| Wisconsin Voices Inc | ||||||||
| 633 S Hawley Road | Milwaukee | WI | 53214 | NONE | PC | Support nonpartisan voter education | $50,000 | |
| Wisconsin Women's Business Initiative Corporation | ||||||||
| 1533 North River Center Drive | Milwaukee | WI | 53212 | NONE | PC | Support small business education | $200,000 | |
| Wisconsin World Affairs Council | ||||||||
| 10600 W Mitchell Street | West Allis | WI | 53214 | NONE | POF | General Operations | $10,000 | |
| Women's Care Center Foundation | ||||||||
| PO Box 13926 | Milwaukee | WI | 53213 | NONE | PC | General Operations | $5,000 | |
| Women's Center of Brevard | ||||||||
| 1425 Aurora Road | Melbourne | FL | 32935 | NONE | PC | General Operations | $1,000 | |
| Women's Fund of Hawaii | ||||||||
| PO Box 438 | Honolulu | HI | 96809 | NONE | PC | Support Women's Advancement programs | $25,000 | |
| Women's Fund of Hawaii | ||||||||
| PO Box 438 | Honolulu | HI | 96809 | NONE | PC | General Operations | $10,000 | |
| YMCA of Metropolitan Milwaukee | ||||||||
| 161 W Wisconsin Avenue | Milwaukee | WI | 53203 | NONE | PC | Support early childhod education | $30,000 | Suite 400 |
| Young Womens Christian Association of Oahu | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | Support Women's Advancement programs | $50,000 | |
| Young Womens Christian Association of Oahu | ||||||||
| 1040 Richards Street | Honolulu | HI | 96813 | NONE | PC | Support operating expenses | $500 | |
| YWCA Southeast Wisconsin | ||||||||
| 1915 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Support financial education and literacy | $75,000 | |
| YWCA Southeast Wisconsin | ||||||||
| 1915 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Support operating expenses | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,051,201 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Clarke Square Neighborhood Initiative Inc | ||||||||
| PO Box 210141 | Milwaukee | WI | 53221 | NONE | PC | Serve as lead agency of Clarke Square | $100,000 | |
| Community Warehouse Inc | ||||||||
| 521 S 9th Street | Milwaukee | WI | 53204 | NONE | PC | Support material purchase for homeowners | $40,000 | |
| Ho'ola Na Pua | ||||||||
| 1660 S Beretania Street | Honolulu | HI | 96826 | NONE | PC | To support construction campaign | $187,500 | Suite 207 |
| Kualoa-He'eia Ecumenical Youth Project | ||||||||
| 47-200 Waihee Road | Kaneohe | HI | 96744 | NONE | PC | Support Living Library Project | $50,000 | |
| Literacy Services of Wisconsin Inc | ||||||||
| 555 N Plankinton Ave | Milwaukee | WI | 53203 | NONE | PC | Support adult literary and readiness skills | $20,000 | |
| Marquette University | ||||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | NONE | PC | Support expenses for Milwaukee NNS | $187,500 | |
| Metropolitan Milwaukee Accociation of Commerce | ||||||||
| 275 W Wisconsin Ave | Milwaukee | WI | 53203 | NONE | PC | Support African American leaders in Milwaukee | $50,000 | Suite 220 |
| Milwaukee Christen Center | ||||||||
| 807 S 14th Street | Milwaukee | WI | 53204 | NONE | PC | Home repairs in Clarke Square | $50,000 | |
| Milwaukee Habitat for Humanity | ||||||||
| 3726 N Booth Street | Milwaukee | WI | 53212 | NONE | PC | Home repairs in Lindsay Heights | $50,000 | |
| Partners in Care | ||||||||
| 200 N Vineyard Blvd | Honolulu | HI | 96817 | NONE | PC | Support housing solutions | $30,000 | Suite A-210 |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | NONE | PC | Support mental health services for children | $50,000 | |
| Project Vision Hawaii | ||||||||
| PO Box 23212 | Honolulu | HI | 96823 | NONE | PC | Provide HHS to challenged communities | $50,000 | |
| Province of St Joseph of the Capuchin Order | ||||||||
| PO Box 5830 | Milwaukee | WI | 53205 | NONE | PC | Support St. Ben's Community Meal Program | $66,000 | |
| Southside Organizing Committee Inc | ||||||||
| 1300 S Layton Boulevard 2 | Milwaukee | WI | 53215 | NONE | PC | Support bilingual resident outreach | $40,000 | |
| United Performing Arts Fund | ||||||||
| 301 W Wisconsin | Milwaukee | WI | 53202 | NONE | PC | 2021 campaign match | $74,775 | Suite 600 |
| United Way of Greater Milwaukee & Waukesha County | ||||||||
| 225 W Vine Street | Milwaukee | WI | 53212 | NONE | PC | General Operations | $136,019 | |
| UniteMKE | ||||||||
| 1433 N Water Street | Milwaukee | WI | 53202 | NONE | PC | Support development costs of UniteNorth | $125,000 | Suite 400 |
| UWM Foundation Inc | ||||||||
| 1440 E North Avenue | Milwaukee | WI | 53202 | NONE | PC | Support Ron Perez legacy fund | $100,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | Support lead agency in Lindsay Heights | $450,000 | |
| Walnut Way Conservation Corporation Inc | ||||||||
| 2240 N 17th Street | Milwaukee | WI | 53205 | NONE | PC | To support program related costs | $75,000 | |
| Wisconsin Women's Business Initiative Corporation | ||||||||
| 1533 North River Center Drive | Milwaukee | WI | 53212 | NONE | PC | Support small business education | $100,000 | |
| YMCA of Metropolitan Milwaukee | ||||||||
| 161 W Wisconsin Avenue | Milwaukee | WI | 53203 | NONE | PC | Support early childhod education | $30,000 | Suite 400 |
| YWCA Southeast Wisconsin | ||||||||
| 1915 N Dr Martin Luther King Jr Dr | Milwaukee | WI | 53212 | NONE | PC | Support financial education and literacy | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,111,794 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,797,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,568,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ENTITY DISTRIBUTIONS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,372,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,372,737 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $60,078 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $59,148 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsn World Affairs Council | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10600 West Mitchell St | AddressLine1Txt |
| City | West Allis | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-02-21 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | Program support of the 2021 World Affairs Seminar held June 19-25, 2021. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 06/30/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-06-30 | VerificationDt |
| Results Of Verification | The organization received a written report from Wisconsin World Affairs Council (a 501(c)(3) Private Operating Foundation) confirming that grant monies were spent in full for the intended purpose. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $34,975,289 | EOYBookValueAmt |
| EOYFMV | $34,975,289 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $95,577,760 | EOYBookValueAmt |
| EOYFMV | $95,577,760 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $453,936 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $453,936 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $145,916,478 | BookValueAmt |
| EOYFMV | $145,916,478 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,590 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,964 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $33,350 | $0 | $0 | $33,350 |
| SOFTWARE CONTRACTS | $9,282 | $0 | $0 | $9,282 |
| INSURANCE | $6,637 | $0 | $0 | $6,637 |
| OFFICE | $3,373 | $0 | $0 | $4,083 |
| POSTAGE & MESSENGER | $355 | $0 | $0 | $355 |
| MISCELLANEOUS EXPENSES | $1,404 | $0 | $0 | $1,413 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BROKER DISTRIBUTIONS | $7,000 | $0 | $0 |
| WINCHESTER VILLAGE LIMITED PARTNERSHIP | $0 | $626,422 | $0 |
| TOWNE REALTY CO. | $0 | $106,106 | $0 |
| PHILLIPS 66 | $0 | -$1 | $0 |
| WCPB, LLC | $0 | -$1,109 | $0 |
| WEST-HILL DEKALB LIMITED PARTNERSHIP | $0 | -$11,892 | $0 |
| PROSHARES ULTRASHORT EURO | $0 | -$17,633 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN REAL ESTATE & OTHER INVESTMENT | $31,186,937 |
| UNREALIZED GAIN ON MARKETABLE SECURITIES | $15,875,231 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $354,957 | $354,957 | $0 | $0 |
| PROGRAM EVALUATIONS | $67,971 | $0 | $0 | $67,971 |
| APPRAISALS | $26,003 | $29,096 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $312,451 | $0 | $0 | $0 |
| FOREIGN TAX | $776 | $776 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| BREWERY PROJECT LLC | ||||||
| 710 N PLANKINTON AVE STE 1200 | MILWAUKEE | WI | 53203 | 263980530 | Capital Gain, Controlled Entity | $826,476 |
| TOWNE REALTY CO | ||||||
| 710 N PLANKINTON AVE SUITE 1200 | MILWAUKEE | WI | 53203 | 396106777 | CASH DISTRIBUTION | $165,000 |
| ZILBER LTD | ||||||
| 710 N Plankinton Ave Suite 1200 | MILWAUKEE | WI | 53203 | 391472959 | DIVIDEND RECEIVED | $11,088,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,079,608 | TotalAmt |